Explains Key Steps for Customizing Your Client View in Remindoo
1. Access the Clients Tab 0:00
- Navigate to the clients tab in your application.
- This is where you will customize your view.
2. Open Column Visibility Settings 0:13
- Click on the ‘Columns’ button to access the column visibility settings.
- This will display all the columns currently visible on your screen.
3. Customize Your View 0:23
- Uncheck any columns that are not relevant to you.
- This will help tailor the client’s page to your specific needs.
4. Save Your Customized View 0:36
- Once you are satisfied with the changes, click the ‘Save’ button.
- Your customized view will now be applied to the client’s page.
5. Revert Changes if Necessary 0:52
- If you want to revert back to the original view, click on the ‘Columns’ button again.
- Check the boxes for the columns you want to restore and click ‘Save’ again.
6. Conclusion 1:05
- Thank you for watching this tutorial on customizing your client view.
